Skip to content
ERP HERITAGE ODOO PARTNER · MELBOURNE
Talk to us →

Migration

Move to Odoo without losing data, or downtime.

From SAP, NetSuite, Tally, Xero, QuickBooks, Sage, Microsoft Dynamics, MYOB, and earlier Odoo versions. We extract, reconcile, validate in a sandbox, and cut over on a planned weekend with a rollback plan we never need.

Talk to us → All services →

Right for you if

  • Your incumbent ERP is reaching end-of-life, end-of-support, or end-of-patience.
  • You have years of historical data you cannot afford to lose.
  • You want to keep operating during the migration, not freeze the business for a month.

Not right for you if

  • You expect a like-for-like clone of your old system in Odoo. Migration is a chance to fix what was wrong, not preserve it.

Methodology

How a Migration engagement actually runs.

6 phases. Every artefact written down, every decision logged, every handover documented.

  1. 01

    Audit

    Inventory of source data: tables, record counts, sample integrity, foreign-key coverage, attachments, custom fields. Output is a written migration plan with risk register.

  2. 02

    Map

    Field-level mapping from source to Odoo. Where Odoo standard fields cannot accept the data, we propose a configuration or, rarely, a custom field. Every decision logged.

  3. 03

    Extract

    Source data pulled via the cleanest mechanism the incumbent supports: API, SQL, formal export, vendor-supplied dump. Idempotent and re-runnable.

  4. 04

    Reconcile

    Counts and totals reconciled against source. Anything that does not match is investigated, not papered over. Reconciliation reports go to you.

  5. 05

    Sandbox load

    Full load into a sandbox Odoo instance. Your team UATs in their own time. Two iterations are normal; we plan for them.

  6. 06

    Cutover

    Final delta migration on a planned weekend. Switch over Monday morning with a written runbook and a rollback plan we never need.

What you receive

Deliverables.

Every artefact handed over to you. Code, configuration, documentation, training material. Yours to keep, yours to share with any successor.

  • Written migration plan and risk register
  • Field-level mapping spreadsheet
  • Repeatable extraction and load scripts
  • Reconciliation reports against source
  • Validated sandbox prior to cutover
  • Cutover runbook and rollback procedure

Works with

Systems we have shipped with.

  • SAP Business One
  • NetSuite
  • Microsoft Dynamics 365 BC
  • Zoho One
  • Tally
  • Marg
  • Xero
  • QuickBooks
  • Sage
  • MYOB
  • Pastel
  • Older Odoo

Frequently asked

Questions about Migration.

Will we lose any data in the migration? +

No. Reconciliation against the source happens at every stage and the cutover is gated on you signing off the totals. If a record cannot be migrated cleanly we log it, fix the mapping, and rerun. Records are never silently dropped.

How much downtime is involved? +

Typically zero working-hours downtime. The cutover happens on a planned weekend with the final delta extract on Saturday morning. By Monday at 09:00 your team logs in to Odoo. We have done this with no exceptions.

Can we keep the old system available read-only? +

Yes, and we recommend it for the first 90 days. Your finance team can still pull old reports while everyone learns the new system.

What if we are migrating from a system you have not seen before? +

Our process is system-agnostic. The tools change but the discipline does not. Every migration starts with a free 30-minute call to see if the source system is a good fit; if it is not, we will say so.

Other services

Pair Migration with one of these.

Tell us about your Migration project.

A short note is enough. We answer in person, within one business day.

Start the conversation →